SEEDS OF KNOWLEDGE

Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.

This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.

Many say purchasing your home is one of the biggest decisions you make in your life, but very few talk about how big of a decision it is to

There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a

When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA?

Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but

Can I Do A Net Unrealized Appreciation (NUA) Distribution? Clients who own employer-issued stock in a 401(k) plan may benefit from favorabl

What Issues Should I Consider If My Spouse Passed Away? 29 of the most important planning issues

Should I take my pension as a lump sum? Although increasingly rare, employer pensions can make up a considerable portion of our clients’ exp